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20130113
20130121
STATION
CNBC 16
MSNBC 1
MSNBCW 1
WBAL (NBC) 1
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English 20
Search Results 0 to 19 of about 20 (some duplicates have been removed)
CNBC
Jan 18, 2013 6:00pm EST
down a little bit more during the course of 2013. but given the overall environment that we're in, the fact that securities are repricing at lower levels as we reinvest, the overall low rate of environment is not unusual. we do have offsets in our loan portfolio as our national strategic non-portfolio runs down or winds off. we have an opportunity to invest in higher yield customer oriented relationships, and so we think we've got some stabilizing forces. it's hard to tell exactly how the market reacted in one given day to our net interest margin. but we feel like we've had pretty good management of it and i'm optimistic we'll maintain some stability in a tough environment in 2013. >> your fee income did come in lower than expected, though, both capital markets and mortgage banking. is that just a one-time only? are we going to see a better series of numbers in 2013? >> well, yeah, capital markets is probably the big driver of any up or down movement in our fee income. the fourth quarter was an unusual quarter in a couple of ways. one, you had the impact of hurricane sandy where t
CNBC
Jan 14, 2013 11:00pm EST
that if they really want to create value and send their stocks higher, the best way to do that in this environment may be simply to buy another company. hence, the huge spike in m and a activity in the fourth quarter. i think it's big. this trend continues in 2013, if you ask me. but i don't want just to see more deals. i want them to be the right deals. buy, buy, buy. so for all of the lonely is ceos who i'm sure are sitting on the rooftops singing. ♪ matchmaker make me a match ♪ find me a match make me a perfect match so you can sing, yes i am a rich man to a very plaintive tune. the hottest theme out there, a steaming hot thing, housing. these two combined, business will be an absolute powerhouse. i'm talking about masco and fortune brands home and security. two makers of cabinets, plumbing fixtures and other housing-related products. masco is the largest non commodity supplier to home depot and i should point out that any deal to acquire fortune brands would have to be done later in the year because of arcane tax laws. that's the caveat. still, the timing. we are now witnessing a fabulous hous
CNBC
Jan 17, 2013 12:00pm EST
. >> of course it is. in a normal environment for markets that don't appreciate calm is good. that's the problem right now. everyone is challenged by the fact it's boring, it's calm, the vix is at 13. spanic auction supposed to blow up. that was good. financials which had between leading sector in 2012, 2013 leading sector again. we'll walk you through the numbers. in terms of eps and sales growth it's spectacular. it will continue network. ten we're treasury 1.86. it's boring pap benign tape. stay with it. >> stephanie next link? >> it will be volatile between now. earnings and the debt ceiling discussion. so expect that. but on the weakness we've been buying and i think when you get data like we did today in housing, again confirming that we're still in very early innings that means earnings revisions in the housing sector and food chain of financials and consumer as they feel better about home prices, all of that those numbers can eventually go higher and beyond housing i still like industrials because of the global story. i think that there's a lot more that can go. what's interesting today
CNBC
Jan 18, 2013 6:00am EST
of capacity and given the macro environment, given the cannibalization that tablets are doing with the expensive notebooks and the road map that is questionable. >> is there a road map that you see that gets them into the tablet and mobile space in a better way? you look at what is happening to the stock of arm, look at the stock of qualcomm, and these guys are nowhere in the same arena. >> that's a good question. they have the road map to get in. will they have a position of dominance? being the same is not going to be enough, particularly given a lot of oems over many, many years being accustom to them being basically sole source or a dominant proprietary source when you have an alternative where you have a multi source solution, some suppliers that use their processing from a company called arm. so it's going to be very tough. you have to have significant advances for oems to use your product. i don't think they that. >> what does this say about hue yet pack yard? what does this say about the news about dell with a potential buyout? i assume what is happening at intel is ha
CNBC
Jan 18, 2013 9:00am EST
to improved market environment. which shows a lot of promise if uncertainty is removed. take a listen. >> $90 billion is sitting there waiting to get into the market. if we see confidence coming through from the political sector, the global economic recovery, this thing has legs. >> guys, barring what they called a terrible quarter in commodities, a lot of things working in their favor. margin goals being met, all that. >> i want to talk about something that david faber said, came on air and said the different stories, there was a lot of chatter on the web, they said the company was in big trouble. you said they were dead wrong. i almost gave him credence on air. i apologized to mr. gorman about that. that was a very good call. you knew that there were rumor amongers that were spreading things that weren't true. >> we were in the mid stl of the european crisis, we're certainly not in the midst of the same crisis. any exposure you had to the sovereigns were seized on. morgan was suffering from that. that was a while back already. >> how did you know it was okay? >> how did i know? >> yeah, how
CNBC
Jan 14, 2013 6:00am EST
. they're trying to get a new stadium and they want public funding and this in tax environment, they say the only way to really enhance your value is to leverage this kind of victory if they won the super bowl to get a new stadium, and they're right on the cusp of it. they're having that conversation with it. and they're the only team left that haven't won it. and then you have ray lewis, who was, you know, charged with murder 12 years ago. >> right. >> and now he's like the beacon of respect in the nfl. >> it's -- for me it's hard to get past my preconceived notions. i don't think the ravens belong, i hate to say that, where, you know, i think they're going to have a hard time getting past new england. and i also think atlanta's going to have a hard time getting past san francisco, don't you? >> i think the san francisco, in many ways -- >> did you watch that? >> yeah. they are good. it's funny, they say colin kaepernick and rg three are transforming the game of football. at 180 plus yards rushing. how can you do that for ten years? >> and then i think new england's defense trying to st
CNBC
Jan 15, 2013 6:00am EST
of the economic environment we've experienced in the last couple of years, exceptional product and a great customer experience, there's opportunity for share gain. we believe if we can see it on our terms in thaur environment, we're still going to win. >> it starts and ends with product. >> mickey really stirred the pot during the korns when he said it's unbelievable that amazon hasn't been mentioned. >> that's good. yeah. i guess jeff basel doesn't show up for these things, but he is one of the big elephants on the block, too. >> most definitely. and we know they're willing to take a loss sometimes just to gain that market share and it does seem to be worrying folks so much so that they're afraid to talk about it. >> were the abercrombie guys there? >> no. >> i want to get that guy there. >> you want to get him on the plane. you have to follow the rules, have to have the right uniform. >> what's the song they sing? >> phil collins. but a lot of other rules, too. >> you're not allowed to wear flip-flops. >> and they can only address them -- >> wear the same cologne, too. >> there has to be
CNBC
Jan 16, 2013 6:00pm EST
at dollar stores, you hurt these stocks. the low-ends retail environment is more competitive. they have to become more promotional, code word for more discounts. in order to hold their own, they vo have to put real pressure on margins. the higher payroll taxes on consumers, it's very hard to make the case that dollar stores can be owned here. it's true companies have big long-term growth stories, and they have to expand store base around the country. that's not a reason to buy them as long as existing stores have so much trouble. at this point, dollar stores may be too cheap to go much lower, dollar tree sells 14 times earnings, and when their historical multipliers are higher, however, there is no catalyst that can get that multiple to expand. no catalyst to drive this stock higher, and that makes buying them frankly a big no-no. you said to me, jim, give me something in the space. you want something in the space? i say go with cramer fave five below. five for you home gamers. i've been a big fan of this company since it became public in july, and -- philadelphia based and if you got i
CNBC
Jan 16, 2013 9:00am EST
and economic story is saying this is not the kind of financial environment that leads to rapid growth. >> interesting. >> okay. >> you tied it in to dell and jpmorgan and everything else. excellent. larry, thank you. >> my pleasure. >> join us tomorrow. "squawk on the street" begins right now. >>> good wednesday morning. welcome to "squawk on the street." i'm melissa lee with carl quintanilla, and jim cramer and david faber at the new york stock exchange. stocks had a pretty nice day yesterday. the s&p closed at five-year highs. we are looking to the down decide this morning. the dow looking to lose about 62 at the open. the picture in europe, a couple of downgrades for gdp forecasts from both the german government and world bank. italy is down by 1.5%. road map this morning starts off with the banks and earnings. jpmorgan higher. goldman sachs at 18-month highs. >> japan airlines grounding their entire dreamliner fleet. >>> dell shares falling this morning after david faber reports that a deal could be announced within two weeks, but at a price of 13.50 or 14 a share, he's got the de
CNBC
Jan 15, 2013 3:00pm EST
&p are yielding more than the ten-year u.s. treasury, and that type of environment where dividends are going to grow 10% this year, that can be a good backdrop on stocks like ford that developed its dividend last week, lowe's on the home improvement side and dresser injuries and transindustries. >> with all due respect, jpmorgan out yesterday saying that maybe the dividend play is last year's play and maybe now is the time to get into riskier assets in equities because they feel like the economy is going to start to pick up. so you're sticking with the dividend play though? >> i am. for these two reasons. one, bill, the growth of dividends is the story. not the absolute yield. it's the growth in dividends and that can be names like qualcomm, apple, ford is my example. second. when investors look much like 1994 and 1999, when interest rates went higher, the ten-year treasury was yielding, was returning minus 3% for those two calendar years. people will come back to the stock market, but they will come back to the stock market in the safer yield and dividend-growing stories. that is why i thin
CNBC
Jan 16, 2013 5:00pm EST
to understanding the overall environment. but for the stock, the company's full year guidance, which we expect to hear, probably matters more so i'll be watching that. longer term, analysts need better evidence that intel really can gain ground in tablets and smartphones where so far, chip giant just hasn't made a dent. back to you. >> thank you for that, jon fortt. the other issue is inventory. that's been rising as a percent of revenues since the third quarter of last year. and that is -- they have to scale back production in order to cut back the inventory. >> they are so poorly positioned in the tablet space, tabletting are destroying laptops right now. if you talk about emerging market growth, it's again, back to that apple story. it's as a much lower gross margin. intel guided gross margins to 57%. that's the lowest since q-3 2009. i don't think it's a good press. it just rallied 10% off the november lows, but it's kind of in no man's land. you really need to get a sense how they are positioned. don't forget, they are looking for a new ceo. in november, their current ceo announced retire
CNBC
Jan 17, 2013 9:00am EST
are building on the money center banks. i actually feel the environment is still tough, maybe getting more friendlives can i ask you about the rally we've had generally? it's notable that goldman sachs has outperformed both the ac and citi with an 18% rise in the stock over the last month. today, of course, you downgraded goldman sachs in the light of that move. where are you on the sort of share price movement that is we might see in those three and oats moves forward? >> to see additional up side in a broker dealing, you have to see the economy get better. that could happen. i'm hoping it will happened. i'm just not sure if this is the time to put new money into goldman sachs, if we're sure not sure that will play its way out. it's just a matter of, how long does it take for the uncertainty to get out of the way, so companies can get back to making acquisitions. >> jeff, do people give you a hard time when you cut the ratings and yet boost the price targets? that gets made fun of a lot. >> yeah, we do get some for it. the price target increase, it's very form layically driven. what our p
FOX News
Jan 17, 2013 3:00am PST
of educational environment to include vocational training. it's been very successful. >>brian: general, what can the government do? specifically, where would the funds go? >> the funds really, we're not looking for that many public dollars. it only costs $3,500 per veteran per year to put them through this program. we have thousands of wounded warrior programs throughout the country. we think there needs to be a public-private partnership in reintegrating these veterans back into our communities. what we would like to happen is to, for the government to advertise our model and that it be adopted and adapted to the local communities. they figure out with veterans organizations and others on how to make it work inside their communities. we'll work with them very closely. >>brian: do you have a site people can go? >> nod.org. our chairman governor tom ridge is taupe talk to anyone any time about this program. >>brian: thank you for your service, what you did especially in afghanistan leading that invasion. lieutenant haggenbeck, thank you for joining us. next, if criminals want guns we'll get one.
MSNBC
Jan 18, 2013 3:00am PST
to keep control. he had to control the environment. he had to control the situation. and that, again, is so similar to madoff. >> sports is filled with cheating and everybody knows it, but there is an aspect of this story that oprah asked lance armstrong which is about in order to cover up, he told a lot of lies. that included emma o'reilly, armstrong's former masseuse. she said lance, quote, tried to make her life a living hell after she went public with some of the details of his doping operation. >> what do you want to say about emma o'reilly? >> hey, she -- she's one of these people that i have to apologize to. >> mm-hmm. >> she's one of these people that got run over, got bullied. >> yeah. isn't she -- you sued her. >> to be honest, oprah, we sued so many people, i'm sure we did. >> you're suing people and you know that they're telling the truth. what is that? >> it's -- it's a major flaw, and it's a guy who expected to get whatever he wanted and to control every outcome. it's inexcusable. and that's -- when i say that there are people that will hear this and will never forgive
Search Results 0 to 19 of about 20 (some duplicates have been removed)